Stop spending nights and weekends trying to categorize expenses and matching bank feeds.
We handle 100% of your monthly record-keeping so you can focus entirely on billable work and family time.
Your revenue looks great on paper, but are you sure you know where the cash is actually going?
Get clear, easy-to-understand monthly statements so you know exactly which jobs, projects, or services are making you money.
Stop panicking every April over missing receipts and paying CPAs huge cleanup fees.
We maintain audit-ready financial statements all year, handing your tax preparer a clean, ready-to-file package.
Ongoing Support
Know where your business stands every month.
I keep your QuickBooks organized and your accounts balanced, providing you with dependable numbers to guide your growth.
Monthly Reconciliations: Flawless tracking across bank and credit card accounts.
Clean Ledger & Balance Sheet: Correctly categorized transactions and reviewed accounts.
Monthly Reports & Support: Clear financial summaries paired with expert answers.
Starting At Only $300 / Month
A monthly service, pricing based on your books.
Clean Slate
Bookkeeping Cleanup & Historical Catch-Up
Fallen behind on your finances? I will resolve errors, bring your accounts up to date, and prepare your books for tax time.
Catch-Up & Reconciliation: Full review and balancing of overdue months.
CPA-Ready Books: Error correction and ledger cleanup tailored for your tax accountant.
Custom Pricing: Quoted after a brief initial assessment of your file.
Quoted separately after a review of your books.
We are here for you
Discovery Call: Let’s Figure It Out Together
Not sure which service you need or where to start? We’ll review your current setup, discuss your goals, and map out the exact next steps for your books.
15-Minute Consultation: A brief, zero-pressure chat to explore your accounting needs.
Tailored Plan: Clear guidance on whether you need monthly support, a cleanup, or a quick fix.
No Obligation: Walk away with a realistic action plan and a clear proposal.
These estimates offer a clear idea of what to expect. Every business is unique, so I review your QuickBooks file first to provide a custom quote based on your transaction volume and accounting complexity.
Best for businesses earning up to $500k/yr
Simple, essential bookkeeping designed for lower transaction volumes and minimal complexity. .......
Low transaction volume across 1–2 bank or credit accounts
Clean separation between business and personal expenses
Minimal setup with no complex integrations or custom tracking required
Best for businesses earning $500k – $1M/yr
Comprehensive management for growing businesses with regular transaction activity and multiple platforms.
Moderate volume across multiple bank and credit accounts
Payroll & loan reconciliations alongside payment gateway syncs
Enhanced oversight for key balances and core financial metrics
Best for businesses earning $1M – $2M/yr
Tailored bookkeeping for established operations needing deeper tracking and multi-channel reconciliation.
High volume across several sales, payment, and banking channels
Class or project tracking plus cash flow and software integrations
In-depth review of Accounts Receivable (AR) and Accounts Payable (AP)
We review your current system, software, and monthly transaction volume.
You receive a clear, fixed monthly quote with no hidden fees.
We connect your software, take over the routine data entry, and deliver monthly reports.
Contact us at [email protected]
please allow for 24-48 hours for a response
Whether you’re months behind or just looking for reliable, ongoing monthly support, tell me a bit about your business. We can jump on a brief call or start with a custom quote—no pressure either way.
Email: [email protected]
Phone: 918-216-0475
Tell me a bit about your business, then follow the QuickBooks steps below to send an invite so I can take a look under the hood.